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A.O. Smith

450 hedge funds and large institutions have $6.26B invested in A.O. Smith in 2019 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 162 increasing their positions, 173 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.25% more ownership

Funds ownership: 90.6%94.85% (+4.2%)

6% more call options, than puts

Call options by funds: $9.89M | Put options by funds: $9.3M

4% more capital invested

Capital invested by funds: $6.01B → $6.26B (+$242M)

6% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 173

6% less funds holding

Funds holding: 478450 (-28)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 75

Holders
450
Holders Change
-28
Holders Change %
-5.86%
% of All Funds
9.87%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
48
Increased
162
Reduced
173
Closed
75
Calls
$9.89M
Puts
$9.3M
Net Calls
+$588K
Net Calls Change
+$6.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$8.7M -$1.27M -27,373 -13%
QC
102
Quadrature Capital
United Kingdom
$8.67M +$6.99M +151,217 +495%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$8.63M -$184K -3,987 -2%
Morgan Stanley
104
Morgan Stanley
New York
$8.6M -$164K -3,539 -2%
DA
105
Duality Advisers
Florida
$8.09M +$7.84M +169,570 New
PM
106
Pembroke Management
Quebec, Canada
$7.87M +$7.63M +164,989 New
OTPPB
107
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.79M +$1.27M +27,513 +20%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$7.59M -$12.4M -268,290 -63%
Allianz Asset Management
109
Allianz Asset Management
Germany
$7.45M -$2.5M -54,047 -26%
HSBC Holdings
110
HSBC Holdings
United Kingdom
$6.79M -$2.25M -48,735 -26%
Stifel Financial
111
Stifel Financial
Missouri
$6.74M +$166K +3,594 +3%
AAMU
112
Amundi Asset Management US
Massachusetts
$6.61M +$585K +12,661 +10%
VRS
113
Virginia Retirement Systems
Virginia
$6.58M
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.4M +$209K +4,510 +3%
Ameriprise
115
Ameriprise
Minnesota
$6.38M -$5.57M -120,516 -47%
SEI Investments
116
SEI Investments
Pennsylvania
$6.3M -$1.92M -41,599 -24%
Prudential Financial
117
Prudential Financial
New Jersey
$6.16M -$71K -1,535 -1%
Thrivent Financial for Lutherans
118
Thrivent Financial for Lutherans
Minnesota
$5.97M +$5.49M +118,725 +1,858%
CAM
119
Congress Asset Management
Massachusetts
$5.74M -$38.5M -831,787 -87%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$5.44M +$5.28M +114,100 New
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$5.39M -$104K -2,246 -2%
Axa
122
Axa
France
$5.26M +$2.11M +45,608 +71%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$5.19M -$1.54M -33,389 -23%
NIA
124
Northstar Investment Advisors
Colorado
$5.15M +$963K +20,835 +23%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$4.91M +$587K +12,700 +14%